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Avantax, Inc.

AVTADelisted Nov 27, 2023
Industry
Finance Services
SEC CIK
0001068875

Avantax, Inc. was delisted on Nov 27, 2023; its insiders filed their last Form 4 on Nov 29, 2023; 161 institutions reported holding it in 13F filings for Q3 2023, worth $835.0M in total; no superinvestor held it.

13F holders, Q2 2024

Institutional positions in Avantax, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

AVTA is no longer listed, and 13F filings after Q3 2023 list far fewer holders. See Q3 2023

Institutional holders
2
0 vs. Q1 2024
Shares held
101
0 (0.0%) vs. Q1 2024
Total value
$26
$0 (0.0%) vs. Q1 2024
New holders
0
0 more added
Sold out
0
0 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AVTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 2 institutions
Q1 2021: 144 institutionsQ2 2021: 155 institutionsQ3 2021: 141 institutionsQ4 2021: 151 institutionsQ1 2022: 155 institutionsQ2 2022: 149 institutionsQ3 2022: 156 institutionsQ4 2022: 157 institutionsQ1 2023: 155 institutionsQ2 2023: 147 institutionsQ3 2023: 161 institutionsQ4 2023: 2 institutionsQ1 2024: 2 institutionsQ2 2024: 2 institutionsQ3 2024: 2 institutionsQ4 2024: 2 institutionsQ1 2025: 2 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2024: $26
Q1 2021: $738.7MQ2 2021: $760.9MQ3 2021: $682.3MQ4 2021: $785.2MQ1 2022: $877.3MQ2 2022: $842.1MQ3 2022: $863.4MQ4 2022: $1.14BQ1 2023: $947.2MQ2 2023: $755.5MQ3 2023: $835.0MQ4 2023: $26Q1 2024: $26Q2 2024: $26Q3 2024: $26Q4 2024: $26Q1 2025: $26Q2 2025: $26Q3 2025: $26Q4 2025: $26Q1 2026: $26Q2 2026: $26
Institutions holding AVTA and their total value by quarter
QuarterHoldersValue
Q2 20261$26
Q1 20261$26
Q4 20251$26
Q3 20251$26
Q2 20251$26
Q1 20252$26
Q4 20242$26
Q3 20242$26
Q2 20242$26
Q1 20242$26
Q4 20232$26
Q3 2023161$835.0M
Q2 2023147$755.5M
Q1 2023155$947.2M
Q4 2022157$1.14B
Q3 2022156$863.4M
Q2 2022149$842.1M
Q1 2022155$877.3M
Q4 2021151$785.2M
Q3 2021141$682.3M
Q2 2021155$760.9M
Q1 2021144$738.7M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Avantax, Inc.; share changes are against Q1 2024.

Institutions holding AVTA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC100$00.00%00.0%Unchanged
Huntington National Bank1$260.00%00.0%Unchanged